PROJECT MANAGEMENT How-to-guide. How to manage HR Projects efficiently

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Leona Griffith
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1 PROJECT MANAGEMENT How-to-guide How to manage HR Projects efficiently

Using this Guide Our How-to-Guides, such as the one you are currently reading, are limited in application: each customer can consult our How-to-Guides, but they cannot be shared, edited, customized,

2 Using this Guide Our How-to-Guides, such as the one you are currently reading, are limited in application: each customer can consult our How-to-Guides, but they cannot be shared, edited, customized, etc... in any format or context. These Guides only serve as comprehensive manuals for you in applying all the HRM Toolshop Tools & Templates, and should be used for that purpose only. Each of our How-to-Guides is therefore only offered in a non-customizable or non-editable format. On the other hand, you are allowed to use the Tools & Templates for which you bought a license, and customize these to your needs, subject to the limitations under the License (For more information: see our General Conditions on ). 2

3 HRM TOOLSHOP This Guide is part of the PROJECT MANAGEMENT TOOLKIT. This toolkit helps you to prepare and initiate your HR Projects, keep track of project progress and close and review your HR Projects in a structured and professional manner. In the Category of HR STRATEGY & PLANNING, you can also find the related HR Toolkits for developing critical Organization Development competencies and practices within your Company: HRM Strategy Toolkit HR Reporting Toolkit Workforce Planning Toolkit (under construction) Succession Planning Toolkit (under construction) Go to for more HR Toolkits & Guides. 3

4 About this guide Does it happen that projects in your HR Department are initiated with the best intentions and a comprehensive project management plan, but somewhere along the way focus gets lost, responsibilities become unclear and milestones are forgotten? Is your boss allergic to 50 pages-long project management plans and complicated follow-up tools requesting more time to manage than merely executing the project as such? Step by step, this Guide describes how to set up your HR Project Charter and conduct a project kick-off meeting, how to conduct regular project update meetings and keep your project plan up to date, how to organize a Lessons Learned Workshop and conduct a Project Closure Meeting. For each step in the Guide, you will be introduced to the relevant tools and templates and how to complete them: a template for your Project Charter, template slides for a Kick-Off Meeting, a Project Milestones Plan Worksheet, and so much more. 4

5 Roadmap Overview Steps for MANAGING YOUR HR PROJECTS A. Prepare a high level Business Case and get approval from your Sponsor and the commitment of the Steering Committee A. Conduct a Project Kick-off Workshop to align the Project Team Members with the identified Goals & Approach A. Follow-up on the Action Plan and update the Project Milestones Plan and Project Charter whenever appropriate A. Conduct a Lessons Learned Workshop with your Project Team B. Work out the detailed Business Case & Project Organization & Planning B. Work out an Action Plan for each Project Stage B. Conduct Regular Project Status Meetings with the Steering Committee B. Conduct a Project Closure Meeting with the Project Steering Committee I. Building your Business Case II. Initiating & Planning your HR Project III. Monitoring & Controlling IV. Reviewing & Closing the Project 5

6 Step I Building YOUR BUSINESS CASE A. Prepare a high level Business Case and get approval from your Sponsor and the commitment of the Steering Committee B. Work out the detailed Business Case and the Project Organization & Planning Critical HR Competencies to have: Business Understanding Communication Analytical Thinking Facilitating & Consulting I. Build your Business Case 6

7 A. Prepare a high Level business case - 1 Tool Reference: Project Charter Template Project Approval Meeting Template Every project needs strong sponsorship from someone sufficiently senior in the company. Someone who has the authority to support the project and approve the required budget. Usually this will be a board level director or the CEO. One of the main reasons why projects fail is lack of executive sponsorship. It is therefore crucial to find a sponsor for the project you are about to initiate. Your Project Sponsor will act as your best supporter in the company s senior management, be available for informal meetings and advice during the course of the project and take on a proactive role in helping you gain access to the resources that you need. The sponsor will normally be the person who instigated the business case. If this individual is not a sufficiently senior manager, you will need to get a more senior sponsor. In establishing the steering committee (see further), there will be opportunity to suggest that one of the steering committee members becomes the formal sponsor for the Project. 7

8 Want to learn more? When you purchase the entire toolkit: you can discover the step-by-step approach at your own pace explore and customize all related tools and templates! SAMPLE GUIDE - SNEAK PREVIEW 8

9 HR Project Management Tools Overview Available tools per step in the process I. Building your Business Case Project Charter Template Project Approval Meeting Risk Analysis Worksheet Stakeholder Analysis & Communication Plan Project Milestones Plan II. Initiating your Project & Finetuning the Action Plans Project Kick-Off Workshop Project Stage Action Plan III. Monitoring & Controlling Status Update Report IV. Reviewing & Closing the Project Project Lessons Learned Workshop Project Closure Meeting See also Change Management Toolkit 9

10 User Terms You liked this template and you want to share HRM Toolshop s Products with other HR Professionals or Business Professionals with HR Responsibilities? Thank you for respecting our Intellectual Property Rights and referring other interested professionals to! Reproduction, adaptation or translation without permission is prohibited. All HRM Toolshop products are protected by copyright laws and you do not have the right to sell, re-license, sublicense, distribute or assign any of these Products. For more information: see our General Conditions on. The HRM Toolshop products are HR Tools & Templates provided on an as is basis with no warranties or guarantees, including all express, statutory and implied warranties of merchantability, fitness for a particular purpose, title and non-infringement. HRM Toolshop does not warrant that its Products are accurate, reliable, correct, or applicable to your situation or jurisdiction. 10

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HR REPORTING How-to-Guide. How to measure and report on your HR Performance

HR REPORTING How-to-Guide. How to measure and report on your HR Performance HR REPORTING How-to-Guide How to measure and report on your HR Performance 1 Using this Guide Our How-to-Guides, such as the one you are currently reading, are limited in application: each customer can